See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,072 | $110,502-95.4% | $80,716-93.7% | $167,490-97.0% |
| Participation rate | 63.2% | 64.0%-0.8pp | 54.2%+9.0pp | 82.1%-18.9pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $793 | $1,543-48.6% | $1,160-31.7% | $4,837-83.6% |
| Participant deferral / active EE | $2,880 | $2,871+0.3% | $2,146+34.2% | $6,341-54.6% |
| Admin fee / account holder | $119 | $4,545-97.4% | $3,380-96.5% | $12,309-99.0% |